Funder DirectoryEVA M BARTZEN CHARITABLE TRUST XXXXX5003
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Private foundation (trust)EIN 396534081Est. 1991-12

EVA M BARTZEN CHARITABLE TRUST XXXXX5003

CHICAGO, IL 60603

Total Assets

$1.0M

FY 2024

Annual Giving

$39K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$20K

FY 2024

Grant Range

$10K–$29K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$47K

Total Expenses

$55K

Qualifying Distributions

$45K

Distributable Amount

$48K

Min. Investment Return

$49K

Undistributed Income

$43K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $42K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

NOTRE DAME DE LA BAIE ACADEMY
$167K
6 grants
SCHOLARSHIPS INC
$56K
6 grants

Grant Size Distribution

12 grants

<$10K
5
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$223K
100% of total

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